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This text refers to program version 8.5  

Sales Data

This page describes the 'Sales Data' Export function in the Integration module.

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The 'Sales Data' Export function in the Integration module is able to export basic configuration information from various registers and settings. It is a practical tool for when you want to create a new Company that will use the same basic accounts structure as your existing ones. If you need to export information from base registers (e.g. Contacts, Tags/Objects) use the 'Base Registers' Export function, or if you need to export Item information use the 'Items Data' Export function, both in the Integration module. The 'Settings' and 'System Data' Export functions will also export some basic configuration information.

This function will create a file with the appropriate format for importing in to a new Company or database, which you can do using the 'Automatic' or 'Manual file search' Import functions in the System module. As the exported file is a text file, you can edit it as necessary using a text editor before importing it into a new Company or database, or of course you can make the necessary changes after importing.

The file will contain separate sections for each register or setting that you choose to export. You can produce an Export/Import Format report in the Technics module if you need to see the format (field order) that will be used in each section. To produce this report for a single register or setting, enter one of the following values in the Vc (View Code) field (and select the Include Blocks option for the settings marked with *):

Register/SettingVc (View Code)
Activities ActVc
Weeks (exported if you select the Calendar Details option) WeekVc
Special Days (exported if you select the Calendar Details option) SpecDayVc
Bank Holidays (exported if you select the Calendar Details option) BHollVc
Days and Months (exported if you select the Calendar Details option) DNMVc
Activity Types (exported if you select the Calendar Details option) ActTypeVc
Activity Classes (exported if you select the Calendar Details option) ActTypeGrVc
Contact Classifications CClassVc
Customer Categories CCatVc
Contact Relations (links between Customers/Suppliers and Contact Persons) ContactRelVc
Classification Types CTypeVc
Contacts CUVc
Delivery Addresses DelAddrVc
Delivery Modes DMVc
Delivery Terms ShipDealVc
Info in Supplier Status Report (exported if you select the Info in Cust. & Supp. Status Report option) VEPSVc
Info in Customer Status Report (exported if you select the Info in Cust. & Supp. Status Report option) CustPSVc
Payment Terms PDVc
Reminder Texts RMVc
Standard Texts LTxtVc
Account Usage P/L (exported if you select the Account Usages option) APAccBlock*
Account Usage Assets (exported if you select the Account Usages option) AT2AccBlock*
Account Usage Cheques (exported if you select the Account Usages option) CheckAccBlock*
Account Usage S/L and Account Usage Stock (exported if you select the Account Usages option) AccBlock*
Account Usage Resource Planning (exported if you select the Account Usages option) PPAccBlock*
Account Usage Service Order (exported if you select the Account Usages option) SVOAccBlock*
Account Usage Loan (exported if you select the Account Usages option) CuAccBlock*
Age Limits AgedBlock*
Cost Accounting CostAccBlock*
Cost Model (no longer used) CostModelBlock*
Credit Limit CreditLimitBlock*
Order Settings OrdSettBlock*
Purchase Order Settings POSettingBlock*
Purchase Invoice Settings VITBlock*
Payment Modes PMBlock*
Planned Delivery PlanDeliveryBlock*
Stock Settings MainStockBlock*
Internal Order Settings IntORSettingBlock*

Please refer to the Exporting Settings and Registers - Index page for a list of the Export functions that you can use to export information from other settings and registers.

To use the 'Sales Data' Export function, you must log in as a Global User or Person whose Access Group explicitly grants full access to the Integration module. Ensure you are in the Integration module and open the 'Exports' list by clicking the [Routines] button in the Navigation Centre and the [Exports] button in the subsequent 'Routines' window. Then double-click 'Sales Data' in the 'Exports' list to open the 'Specify Sales Data' window:

Select options as necessary to determine the registers and settings that will be exported. Use the File Comment field to enter a description of the back-up file (up to 40 characters are permitted). This description will be saved in the exported file and will be shown in the list of importable files shown by the 'Automatic' Import function. Press [Run] to proceed. A dialogue box will open where you can name the export file and specify where it is to be saved.

Enter a name for the file and click [Save] or press the Enter key. If you are exporting with the intention of importing the information into another Standard ERP database or Company using the 'Automatic' and 'Manual file search' Import routines, do not name the file with two leading minus signs/hyphens (e.g. --Data.txt). Information will not be imported from files named in this way.

A message window informs you about the progress of the export. The process can be interrupted at any time by pressing Esc (Windows) or ⌘-Full Stop (macOS).

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